Salesforce Consulting
Maximizing your ROI with Salesforce
Salesforce is the leading cloud-based software where customer relationship management (CRM), sales and data collection all come together under one platform. It’s extremely powerful and customizable, but implementing an effective Salesforce system can be challenging and time-consuming.
We can guide you through a clean installation and customization of Salesforce that meets your organizational goals and avoids wasted time.
Initial Installation Services
The customization options, apps and integrations in Salesforce can easily become overwhelming. Our experienced team understands what works and can cut through the clutter. Working backward from your goals, we’ll set up an installation that’s rigid enough to keep your team focused but flexible enough for more experienced users to take advantage of advanced features.
Ongoing Administration
After your initial setup, many Salesforce users will require ongoing help with the installation. Our team assumes the role of day-to-day administrator to free up your time to focus on your mission. This work might include:
- Launching new workflows and initiatives as priorities change and new features become needed
- Platform maintenance and troubleshooting
- Supporting users of varying experience in daily use
- Ongoing data cleanup and deduplication
Further Optimization
If you’re already using Salesforce but feel like it’s not working effectively or efficiently, we can audit your existing workflow and identify changes to uncover more value from your data. That may look like a complete revamp of your workflow, or it might just be a few simple tweaks, but we’ll get you where you need.